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Principal LifeTime Hybrid 2040 Instl PLTQX

Analyst rating as of
NAV / 1-Day Return
13.74  /  1.25 %
Total Assets
409.6 Mil
Adj. Expense Ratio
0.410%
Expense Ratio
0.410%
Fee Level
Below Average
Longest Manager Tenure
7.87 years
Category
Target-Date 2040
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
2.68%
Turnover
13%

Morningstar’s Fund Analysis PLTQX

Will PLTQX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A sensible approach to target-date investing that could benefit from more rigor.

Senior Analyst

Summary

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Principal LifeTime Hybrid series features experienced managers, but the efficacy of its recently revamped supporting cast remains unclear. All shares of this target-date series retain Morningstar Analyst Ratings of Neutral.

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